Gift PlanningLeave a Legacy of Giving

Planned Giving

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Gifts of Stocks

Donating appreciated securities, including publicly-held stock or mutual fund shares, is an easy and tax-effective way for you to make a gift to Catholic Community Foundation of Minnesota.

Gift of Stock
Stocks
CCF
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Benefits of Gifting Stock

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Help you achieve your charitable goals

How to Make a Gift of Stock

By electronic transfer. Please contact us for instructions on how you can transfer stock from your brokerage or investment account to Catholic Community Foundation of Minnesota.

By certified mail. If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

Contact Us

If you have any questions about gifts of stocks, please contact us. We would be happy to assist you and answer any questions that you have.

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